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BlackRock Fund Advisors’s Upland Software UPLD Stock Holding History

BlackRock Fund Advisors’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$141K Buy
1,576
+15
+1% +$1.32K ﹤0.01% 3521
2016
Q3 		$138K Sell
1,561
-9
-0.6% -$755 ﹤0.01% 3558
2016
Q2 		$120K Buy
1,570
+1,194
+318% +$85.6K ﹤0.01% 3618
2016
Q1 		$26K Sell
376
-15
-4% -$1.01K ﹤0.01% 3876
2015
Q4 		$28K Buy
+391
New +$29.5K ﹤0.01% 3937

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PM
Precept Management Dallas, Texas $126M AUM 36.77% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BlackRock Fund Advisors's UPLD Position: Q4 2016 in Review

BlackRock Fund Advisors increased its Upland Software (UPLD) stake by 0.96% in Q4 2016, buying an estimated $1.32K and bringing the position to 1,576 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #3521.

BlackRock Fund Advisors first reported a position in UPLD in Q4 2015 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold UPLD as of Q4 2016.

  • BlackRock Fund Advisors held 1,576 shares of Upland Software worth $141K as of Q4 2016.
  • BlackRock Fund Advisors bought 15 Upland Software shares in Q4 2016, an estimated $1.32K.
  • Upland Software made up ﹤0.01% of BlackRock Fund Advisors's portfolio in Q4 2016, its #3521 holding.
  • BlackRock Fund Advisors first reported a position in Upland Software in Q4 2015 and has held it in 5 quarters since.
  • 24 funds tracked by Wall St. Rank held Upland Software as of Q4 2016.

Based on BlackRock Fund Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.